| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | 1 | Q2 2022 | 13.5% |
| ISHARES CORE S&P 500 ETF | 1 | Q2 2022 | 5.7% |
| SPDR PORTFOLIO S P 1500 CMPST ST ETF | 1 | Q2 2022 | 4.9% |
| ISHARES TIPS BOND ETF | 1 | Q2 2022 | 4.8% |
| SCHWAB US LARGE CAP ETF | 1 | Q2 2022 | 4.6% |
| SCHWAB US TIPS ETF | 1 | Q2 2022 | 4.2% |
| VANGUARD DIVIDEND APPRECIATION ETF | 1 | Q2 2022 | 2.5% |
| APPLE INC | 1 | Q2 2022 | 2.4% |
| VANGUARD SMALL CAP ETF | 1 | Q2 2022 | 2.3% |
| ISHARES BRD USD INV GRD CORP BD ETF | 1 | Q2 2022 | 2.1% |
View KerberRose Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-08-11 |
View KerberRose Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.